Kestra Advisory Services
BMI icon

Kestra Advisory Services’s Badger Meter BMI Stock Holding History

Kestra Advisory Services’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.75M Buy
14,163
+1,007
+8% +$136K 0.01% 1552
2026
Q2 		$1.95M Buy
13,156
+1,461
+12% +$191K 0.01% 1373
2026
Q1 		$1.78M Buy
11,695
+749
+7% +$118K 0.01% 1372
2025
Q4 		$1.91M Buy
10,946
+4,673
+74% +$841K 0.01% 1236
2025
Q3 		$1.12M Buy
+6,273
New +$1.23M 0.01% 1509

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Dimensional Fund Advisors
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Van Berkom & Associates
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Copeland Capital Management
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Kestra Advisory Services's BMI Position: Q3 2026 in Review

Kestra Advisory Services increased its Badger Meter (BMI) stake by 7.7% in Q3 2026, buying an estimated $136K and bringing the position to 14,163 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #1552.

Kestra Advisory Services first reported a position in BMI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.95M in Q2 2026. 274 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Kestra Advisory Services held 14,163 shares of Badger Meter worth $1.75M as of Q3 2026.
  • Kestra Advisory Services bought 1,007 Badger Meter shares in Q3 2026, an estimated $136K.
  • Badger Meter made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1552 holding.
  • Kestra Advisory Services first reported a position in Badger Meter in Q3 2025 and has held it in 5 quarters since.
  • Kestra Advisory Services's Badger Meter position peaked at $1.95M in Q2 2026.
  • 274 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.